McCoy Student Managed Investment Fund
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McCoy Student Managed Investment Fund Employees
Wood Mackenzie January 2015 - Present
McCoy Student Managed Investment Fund August 2014 - December 2014
Wood Mackenzie June 2014 - August 2014
Invesco June 2013 - August 2013
Texas State University 2013 - 2013
Self Employed August 2012 - December 2012
Education
Texas State University 2010 — 2014
BBA, Economics, minor in Mathematics, 4.0
AT&T March 2015 - Present
FMC Technologies November 2014 - March 2015
Westlake Chemical January 2014 - December 2014
Mccoy Student Managed Investment Fund June 2013 - August 2013
Skills
Leadership, Team Building, Customer Service, Financial Analysis, Accountability, Microsoft Excel, Team Leadership, Information Systems, Microsoft Office, Management, Marketing, Bloomberg, Team Management, Equity Valuation, SAP, Salesforce.com, Bourque Logistics, Logistics, Supply Chain, Six Sigma, ISO
Education
Texas State University-San Marcos 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General
EBQuickstart December 2013 - Present
EBQuickstart August 2013 - November 2013
EBQuickstart January 2013 - August 2013
EBQuickstart October 2011 - January 2013
EBQuickstart January 2011 - October 2011
EBQuickstart April 2010 - January 2011
McCoy Student Managed Investment Fund September 2007 - May 2008
Skills
Salesforce.com, SaaS, Lead Generation, Solution Selling, Demand Generation, Enterprise Software, Account Management, Sales, Cold Calling, B2B, New Business Development, Sales Management, Direct Sales, Business Development, Market Research, Sales Operations, CRM, Team Leadership, Competitive Analysis, Sales Process, Sales Presentations, Selling, Go-to-market Strategy, Dedicated Professional, Marketing Strategy, Software Industry, Marketing, Strategic Planning, Networking, Leadership, Email Marketing, Online Marketing, Product Management, Business Analysis, Product Marketing, Strategic Partnerships, Start-ups, Analytics
Education
Texas State University-San Marcos 2005 — 2008
BBA, Finance
Hendrix College 2004 — 2005
Business/Managerial Economics
NFP Advisor Services September 2015 - Present
NFP Advisor Services April 2015 - Present
National Financial Partners August 2011 - Present
J.P. Morgan Chase June 2010 - August 2011
JPMorgan Chase July 2007 - June 2010
McCoy Student Managed Investment Fund August 2009 - May 2010
Skills
Portfolio Management, Asset Management, Morningstar Advisor..., Factset, Portfolio Strategy, Model Portfolios, Model Building, Advisory Investments, Variable Annuities, Mutual Fund Research, ETF Research, Equity Research, 3rd Party Strategist..., Alternative Investments, Case Design, Series 7, Series 6, Series 63, Asset Allocation, Portfolio Design, Series 65, Mutual Funds, Zephyr Style Advisor, Morningstar, Portfolio Optimization
Education
Texas State University-San Marcos 2005 — 2010
B.B.A, Finance; Financial Management and Analysis
Texas State University September 2014 - Present
McCoy Student Managed Investment Fund August 2014 - December 2014
Texas State University August 2012 - August 2014
ACS Commercial Services LLC May 2011 - August 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Leadership, Microsoft Word, Strategic Planning, PowerPoint, Project Management, Sales
Education
Texas State University 2011 — 2016
Bachelor's Degree, Finance, 3.63
Texas State University 2011 — 2016
Bachelor's Degree, Applied Mathematics, 3.63
Klein Forest High School 2007 — 2011
CEMEX October 2013 - Present
McCoy Student Managed Investment Fund January 2013 - August 2013
Best Buy October 2010 - January 2012
Vector Marketing June 2010 - August 2010
Kroger August 2007 - June 2010
Skills
Analyzer, Financial Analysis, Portfolio Management, Work Ethic, Teamwork, Leadership, Customer Service, Investments, Finance, Bloomberg Terminal, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook
Education
Texas State University-San Marcos 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Lone Star College System 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
McCoy Student Managed Investment Fund January 2015 - Present
Amegy Bank May 2013 - August 2013
Atrium Executive Business Suites May 2008 - August 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management
Education
Texas State University 2010 — 2015
Bachelor’s Degree, Finance and Financial Management Services, Magna Cum Laude
SagePoint Financial September 2010 - Present
SagePoint Financial September 2010 - Present
McCoy Student Managed Investment Fund August 2009 - May 2010
SagePoint Financial June 2008 - December 2009
Assent LLC June 2009 - October 2009
Skills
Retirement Planning, Strategic Financial..., Portfolio Management, Series 7, IRAs, 401k Rollovers, 401k, Qualified Retirement..., Wealth Management, Multi-generational..., Estate Planning, Series 66, Licensed Life Insurance..., Retirement Plan..., Roth IRA, Employee Stock Options, 10b5-1 Plans
Education
Texas State University 2005 — 2010
BBA, Finance
AIG August 2015 - Present
The Endowment for The Museum of Fine Arts, Houston February 2011 - August 2015
Association Management, Inc. September 2010 - February 2011
McCoy Student Managed Investment Fund January 2010 - May 2010
Skills
Portfolio Management, Financial Reporting, Investments, Financial Analysis, Financial Modeling, Strategic Financial..., Asset Allocation, Risk Management, Alternative Investments, Investment Management, Hedge Funds, Equities, Microsoft Excel, Real Estate, Valuation, Property Management, Corporate Finance, Finance, Due Diligence, Asset Management, Mutual Funds, Analysis, Private Equity
Education
Texas State University 2007 — 2010
BBA, Finance
TeleStax June 2015 - September 2015
McCoy Student Managed Investment Fund August 2014 - December 2014
Texas State University May 2014 - June 2014
Storefront Social August 2012 - September 2013
St. David's HealthCare August 2011 - March 2012
Skills
Leadership, Data Analysis, Marketing Strategy, Microsoft Word, Economics, Microsoft Excel, Market Research, Marketing Research, Financial Accounting, Management Accounting, Marketing, Oral & Written..., Social Media Marketing, Financial Statements, Financial Reporting, Statistical Data..., Financial Analysis, Market Analysis, Photoshop, InDesign, Prezi, Security Analysis, ETFs, Endowment Funds, Corporate Finance, Communication, Public Speaking, Microsoft Office, PowerPoint, Teamwork
Education
Texas State University-San Marcos 2012 — 2015
Bachelor of Business Administration (BBA), Finance and Accounting
Century Management January 2014 - Present
Century Management August 2012 - December 2013
Century Management October 2011 - August 2012
McCoy Student Managed Investment Fund June 2011 - February 2012
Skills
Finance, Equity Research, Bloomberg Terminal, Investments, Equities, Accounting, Microsoft Excel, Valuation, Analysis, Leadership, Accountability, PowerPoint, Equity Valuation, Financial Analysis, Financial Modeling, Microsoft Office, Portfolio Management, Data Analysis, Management, Bloomberg, Customer Service, Fixed Income
Education
Texas State University 2008 — 2012
BBA, Finance and Accounting
San Marcos High School
Frost Bank December 2013 - Present
RGIS January 2011 - July 2013
McCoy Student Managed Investment Fund August 2012 - May 2013
Apple May 2010 - January 2011
Skills
Microsoft Excel, Financial Analysis, Team Leadership, Portfolio Management, Customer Satisfaction, Public Speaking, Bloomberg Terminal, Equities, Customer Service, Microsoft Office, Management, Strategic Financial..., Equity Research Analysis, Fixed Income, Investments
Education
Texas State University-San Marcos 2009 — 2013
Bachelor of Business Administration (BBA), Finance
James Bowie HS 2005 — 2009
High School
Equipment Inc July 2015 - Present
CSC May 2012 - July 2015
Freescale Semiconductor December 2009 - May 2012
Freescale Semiconductor May 2007 - December 2009
McCoy Student Managed Investment Fund September 2006 - May 2007
Primary Communications Solutions March 1999 - October 2002
United States Army, Fort Hood Texas September 1994 - March 1999
Skills
Leadership, Finance, Financial Analysis, Forecasting, Variance Analysis, Corporate Finance, Process Improvement, Financial Modeling, SAP, Analysis, Consolidation, Microsoft Excel, SAP BW, SAP R/3, Sarbanes-Oxley Act, Financial Accounting, Accounting, Hyperion Enterprise, Financial Reporting, Budgets
Education
Texas State University 2005 — 2007
BBA, Finance
US Navy April 2015 - Present
U.S. Trust October 2013 - April 2015
J.P. Morgan October 2011 - October 2013
UBS September 2010 - March 2011
Honda of Spring 2007 - 2011
McCoy Student Managed Investment Fund January 2010 - May 2010
Skills
Asset Allocation, Investments, Valuation, Portfolio Management, Bloomberg, Equities, Financial Analysis, Financial Modeling, Strategic Financial..., Series 7, Finance
Education
Texas State University-San Marcos 2007 — 2010
BBA, Finance
Flexpipe Systems April 2014 - May 2015
Gary W. Lambert & Co. July 2013 - January 2014
SagePoint Financial January 2013 - June 2013
McCoy Student Managed Investment Fund August 2012 - May 2013
Texas State University - Financial Management Association August 2012 - January 2013
Skills
Financial Analysis, Portfolio Management, Strategic Financial..., Asset Allocation, Valuation, Economics, Bloomberg Terminal, Equities, Accounting, Management, Fixed Income, Financial Modeling, Banking, Finance, Bloomberg, Leadership, Mutual Funds, Corporate Finance, Financial Planning
Education
CFA Institute
Chartered Financial Analyst
Texas State University-San Marcos 2010 — 2013
BBA Finance & BBA Accounting